Prio Wealth Limited Partnership’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Prio Wealth Limited Partnership’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$385K	Hold	4,100	–	–	0.01%	212
2024 Q2	$374K	Buy	4,100 +800	+24%	+$68.3K	0.01%	210
2024 Q1	$278K	Hold	3,300	–	–	0.01%	233
2023 Q4	$250K	Hold	3,300	–	–	0.01%	233
2023 Q3	$219K	Sell	3,300 -200	-6%	-$13.8K	0.01%	238
2023 Q2	$241K	Hold	3,500	–	–	0.01%	230
2023 Q1	$214K	Buy	+3,500	New	+$202K	0.01%	233
2022 Q2	–	Sell	-3,080	Closed	-$214K	–	258
2022 Q1	$214K	Sell	3,080 -240	-7%	-$16.4K	0.01%	256
2021 Q4	$254K	Hold	3,320	–	–	0.01%	254
2021 Q3	$227K	Hold	3,320	–	–	0.01%	255
2021 Q2	$225K	Hold	3,320	–	–	0.01%	264
2021 Q1	$202K	Hold	3,320	–	–	0.01%	267
2020 Q4	$200K	Buy	+3,320	New	+$189K	0.01%	271

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Prio Wealth Limited Partnership's IWF Position: Q3 2024 in Review

Prio Wealth Limited Partnership held its iShares Russell 1000 Growth ETF (IWF) position steady in Q3 2024 at 4,100 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #212.

Prio Wealth Limited Partnership first reported a position in IWF in Q4 2020 and has held it in 13 quarters since. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

Prio Wealth Limited Partnership held 4,100 shares of iShares Russell 1000 Growth ETF worth $385K as of Q3 2024.
Prio Wealth Limited Partnership left its iShares Russell 1000 Growth ETF share count unchanged in Q3 2024.
iShares Russell 1000 Growth ETF made up 0.01% of Prio Wealth Limited Partnership's portfolio in Q3 2024, its #212 holding.
Prio Wealth Limited Partnership first reported a position in iShares Russell 1000 Growth ETF in Q4 2020 and has held it in 13 quarters since.
2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Prio Wealth Limited Partnership's 13F filing for Q3 2024, filed 21 Oct 2024.